National Penn Investors Trust’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $680K | Sell |
6,851
-300
| -4% | -$29.8K | 0.08% | 127 |
|
|
2015
Q4 | $751K | Buy |
7,151
+128
| +2% | +$13.4K | 0.08% | 127 |
|
|
2015
Q3 | $718K | Sell |
7,023
-41
| -0.6% | -$4.19K | 0.08% | 126 |
|
|
2015
Q2 | $807K | Sell |
7,064
-157
| -2% | -$17.9K | 0.09% | 131 |
|
|
2015
Q1 | $757K | Buy |
7,221
+4,882
| +209% | +$512K | 0.08% | 139 |
|
|
2014
Q4 | $220K | Buy |
+2,339
| New | +$220K | 0.02% | 172 |
|